Peter Topping
Wealth Management Advisor at Uspny Private Wealth Management
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
3
Contact information
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p•••••••@uspny.com
Phone
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Background
About Peter Topping
Wealth management practice focusing on four main areas: Investment Consulting, Insurance Program, Advanced Planning, Relationship Management. Services include: Brokerage, Asset Management, Financial Planning, Charitable Giving, Wealth Transfer, Asset Protection, Life Insurance, Disability Insurance, Long-Term Care Insurance, etc. Currently holding the FINRA Series 7, 6, 63, 65, 22 licenses. Health and Life insurance licensed. Peter Topping is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®. Clients receive objective advice based on a holistic approach concerning their personal financial picture. Provides a consultative process while offering customized choices and solutions. USPNY Private Wealth Management is an assumed business name for Crystal Wealth Management Inc. Securities and Advisory Services offered through Private Client Services, LLC. Member FINRA, SIPC and a Registered Investment Adviser. Private Client Services, LLC and Crystal Wealth Management Inc. are unaffiliated entities. Branch Office: 450 Seventh Ave. Suite 2600 New York, NY 10123. FINRA registered in the following states:(AZ,CA,CT,CO,FL,LA,MA,NC,NJ,NY,WA,WI) IAR registered in the following states:(AZ,CA,CO,CT,FL,LA,NC,NJ,MS,NY,OR,PA,VA) Insurance licensed in the following states:(CA,CT,FL,NJ,NY,PA) Specialties: Comprehensive Financial Plans Managed Accounts Trust & Estate Planning Life, Disability & Long-Term Care Insurance
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